Dollars & Sense

Financially Speaking

Happy Independence Day!

“The support in the market is just growing confidence in the economy’s resilience. I think investors may be concluding that the economy has actually avoided a recession – which is a position that we’ve taken for quite some time.”

read more

Whew! Glad That’s Over With…

It seems that we may be in the midst of a good ole stock market correction.  A correction is when a stock market index loses 10% or of its value...

read more

When Financial Plan Go Awry

A recent article in Financial Planning (June, 2015) pointed out that some advisors spend decades working with their client’s plan for retirement,...

read more

Auto Enrollment

For many decades, companies provided pension plans for their employees’ retirement.  There were no papers to fill out to participate; you were...

read more

Insanity

The often quoted definition of insanity is when we do something over and over again expecting different results.  A recent Wall St. Journal article...

read more

The First Time…Ever

From the Wall Street Journal, August 27, 2014: The S&P 500 Index notched its first-ever close above 2000 on Tuesday. It took 16 years to gain...

read more

Financial Somebody

In recent weeks, I have spent several hours of drive time traveling to conferences in Dallas and Nashville.  I passed my time listening to Sirius...

read more

51

Recent tensions between Russia and Ukraine have once again brought fears of a market calamity to investors. In part that fear is fueled by the...

read more

Headwinds

Several years ago the Boston Globe invited me to make a presentation at an annual public event.  I thought it was a good time to take my family on a...

read more

Independent, Fee-Only Fiduciary

How We Serve

As an independent, fee-only wealth manager and financial advisor, Corkern & Company is able to offer truly unbiased and objective financial advice. Using this structure allows our clients to keep and invest all of their hard-earned money while allowing us to work with only their best interests in mind.